In the US, call +1 203 205 2700 In the UK, call +44 (0) 203 725 6007

We know CLOs. Sentry was originally created with CLOs in mind, and it shows. We are one of the most awarded portfolio management systems in the industry.

Why? Because we understand that CLO Managers face new levels of scrutiny from regulators, rating agencies, and investors. Today, the market demands greater insight into investment composition and internal operations. Sentry not only delivers this transparency, but supports all types of CLO assets, automates repetitive processes and data entry, simplifies the Manager’s work, and unites the front, middle and back offices with one interconnected system.

The markets are ever-changing, technology is ever-changing, and so are we. Our modular, web-based platform means that we can adjust to client workflow, update in real time, and scale with you as you grow.

Other features include:

Manage CLOs from analysis to execution to administration
Pre- and post-trade compliance engine -- test hypothetical trades simultaneously across all managed CLOs, and determine maximum permissible trade amount based on the compliance cap space for each
Track full projection of the waterfall including scenario testing - interest rate curves, rating changes, reinvestment assumptions, matrix pricing, etc.
Reconciliation and data aggregation -- centralize data into warehouses and seamlessly augment that data with third-party content
Integration with data providers -- interfaces available to multiple bank loan data service providers
Comprehensive and custom CLO reporting